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Showing 1 - 10 of 11 results for "Jody Fitzgerald"

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... Morningstar executive who most recently spearheaded institutional portfolios and solutions at the research house. Jody Fitzgerald will join the $260 billion super fund in late January 2024 as head of investment resilience and planning. Fitzgerald is ...

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... transitioned to the investment team in January 2023 to report to the head of portfolio management and solutions Jody Fitzgerald. The research house confirmed that his position will not be replaced. Morningstar chief investment officer Matt Wacher said ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
... March 21 and other platforms will follow. Morningstar head of institutional portfolio management and solutions Jody Fitzgerald said the portfolios use both active and passive strategies where appropriate. "Within each asset class, we assess the probability ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... transition into the investment team in January. He will report to the head of portfolio management and solutions Jody Fitzgerald. Current director, manager of research ratings Asia- Pacific Annika Bradley will continue to oversee the qualitative research ...

Morningstar launches ESG focused managed accounts

CHLOE WALKER  |  MONDAY, 31 JAN 2022
... (such as direct shares, ETFs and managed funds). MIM head of institutional portfolio management and solutions Jody Fitzgerald said investing sustainably and ESG concerns are an increasingly important consideration for clients and the financial planning ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
... Unity hire Morningstar IM Australia has also appointed a head of institutional portfolio management and solutions. Jody Fitzgerald will move into the role at end of this month, taking the responsibility for for designing and managing institutional portfolios ...

AUI appoints fourth investment specialist

LINDA HAUSKEN  |  FRIDAY, 21 SEP 2012
... the appointment of Kate Hoare as the fourth senior investment executive. This follows the recent appointments of Jody Fitzgerald, Guy Sainsbury and Paul Ramsay to the team, which augments the support the firm provides its asset managers including its ...

Australian Unity expands investment team

MELANIE TIMBRELL  |  MONDAY, 3 SEP 2012
... the roles have been announced with a former UBS executive and ex-Westpac Institutional banker part of the team. Jody Fitzgerald joins as investment specialist from UBS Wealth Management where she was head of investment and product research. Previously ...

DWS hedge offers daily liquidity

RUTH LIEW  |  MONDAY, 30 JUN 2008
... a product designed to give exposure to an actively managed, multi-strategy, fund-of-hedge funds. According to Jody Fitzgerald, investment specialist at DWS Investments, the underlying DWS Strategic Value Fund will face no changes to its operations or ...

Deutsche appoints ex-Skandia head

MICHAEL HOBBS  |  THURSDAY, 8 NOV 2007
Deutsche Bank Asset Management has appointed Jody Fitzgerald to research and platform relationship manager for its DWS Investments Australia division. Fitzgerald takes over the role from Rebecca Jacques who is on maternity leave and is expected to return ...
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